Predicting the future is fraught with danger. Almost everybody gets it wrong. Except one person who nails it. So I will have a crack at this and explain why I’ve come to this conclusion..
NEU will be sold by Xmas for $1.2-$1.4bn AU.
The deal will come with $200-$400m AU, upfront and the balance inACAD shares.
That’s a Win/Win deal for both sides. Why?.
All business is the act of valuing risk. That’s all it boils down to. ACAD don’t want to carry all the risk, NEU don’t want to miss out in the upside, but don’t have the muscle to do the heavy lifting.
NEU is suffering from investor fatigue, after 13 years of non performance.
ACAD is in growth mode. Investors are hungry for som adventure.
ACAD have specifically stated the $250US may be used for growth assets.
That’s why Treagus has called for Orphan Status and Trial Commencement to be included in Torreya process.
Torreya is brokering a sliding deal between ACAD and NEU. Once Ph3 trial has begun and Orphan Drug status has been achieved.
This gives both ACAD and NEU shareholders the opportunity to maximise the opportunity here.
NEU Price at posting:
$2.00 Sentiment: Buy Disclosure: Held
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